earnings
confidence high
sentiment positive
materiality 0.72
Darling guides FY2026 Combined Adjusted EBITDA to $2.2-2.3B; DGD Q3 operating income $348M vs year-ago loss
DARLING INGREDIENTS INC.
- DGD Q3 2026 operating income $347.8M vs $(70.0)M year-ago loss; net income $340.9M; Adjusted EBITDA $418.1M, of which Darling's 50% share is $204.2M.
- DGD Q3 revenue $2.39B vs $1.20B a year ago; sold 314.9M gallons at $1.30 Adjusted EBITDA/gallon.
- Nine-month DGD operating income $1.29B vs $(95.6)M loss; Adjusted EBITDA $1.51B (Darling share $744.6M); volume 936.1M gallons at $1.59/gallon.
- FY2026 Combined Adjusted EBITDA guidance $2.2-$2.3B; CEO Randall Stuewe expects renewable diesel sales timing to benefit Q4 and momentum into 2027.